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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,131 | $127,273-16.6% | $109,895-3.4% | $167,518-36.6% |
| Participation rate | 68.4% | 77.9%-9.5pp | 74.2%-5.8pp | 82.1%-13.7pp |
| Annual return | 19.22% | 22.97%-3.8pp | 29.46%-10.2pp | 478.71%-459.5pp |
| Employer contribution / active EE | $1,489 | $3,324-55.2% | $2,843-47.6% | $4,838-69.2% |
| Participant deferral / active EE | $1,165 | $4,515-74.2% | $4,049-71.2% | $6,342-81.6% |
| Admin fee / account holder | $2,140 | $7,117-69.9% | $6,067-64.7% | $12,312-82.6% |